Purchase order change requests - field updates

If change requests are used to update purchase orders, you can modify the value of specific fields on the change requests. These fields are enabled based on the status of the actual purchase order.

Field categories

This table lists the categories of the fields that can be updated:

CategoryFields
Pricing termsOrder Discount, Price Stage, Price, Landed Costs
Delivery termsDelivery Terms, Ship-from Address, Receiving address (warehouse), Delivery Location, Delivery Date, Ship-to BP, Carrier
Payment termsPayment Terms, Payment Address, Supplier Stage Payment information, Point of Title Passage
Order referenceBP Order Number, Reference A, Reference B, Buyer, Text (Header and Line)
QuantityQuantity
ItemItem, Manufacturer Part Number, Unit Effective Number, E-Item Revision, Unit of Measure
Accounting distributionProject/Element/Activity (project peg), General Ledger Account

 

Field update requirements

This table lists the status of the purchase order (PO) and the required criteria to update the purchase order fields:

CategoryUnapproved POApproved PO (with supplier response, without receipts)PO received (with backorder)PO fully receivedMatched and approved PO
Pricing Terms (except for Order Discount)PO can be changedChange request required to update POChange request required to update POChange request required to update POChange request required to update PO and initiate retrobilling
Quantity, Delivery Terms, ItemPO can be changedChange request required to update POChange request required to update backorder (except for Item)Not allowedNot Allowed
Payment TermsPO can be changedChange request required to update POChange request required to update backorderNot allowedNot Allowed
Order ReferencesPO can be changedChange request required to update POChange request required to update POChange request required to update PO (Header and Line Text and Buyer)Change request required to update PO (Header and Line Text and Buyer)
Accounting DistributionPO can be changedChange request required to update POChange request required to update backorderNot AllowedNot Allowed

 

Note

For a purchase order with the status Closed, the purchase order line price can be updated using the change request purchase payable receipt. As the invoice is paid, retrobilling is also initiated. See: Retrobilling price changes using change requests.

Change request sessions

These main sessions are available to update purchase orders and their related data using change requests:

From the appropriate menu in the Purchase Order Change Request Lines (tdpur4101m100) or Purchase Order Change Request Line Details (tdpur4101m400) sessions, you can access these sessions to update additional purchase-order data:

Note

If there is a mismatch between an original purchase order line and the corresponding change request line, and consequently the change request line is locked for updates, click Reinitialize Change Request in the Purchase Order Change Request Lines (tdpur4101m100) session to regenerate the change request line (and related data) based on the updated purchase order line. For example, a mismatch can occur if the order line is finally received during the change request process for the purchase order.

Example

A purchase order includes ten order lines with a different status. For the first order line, an update is required. Consequently, a change request is generated for the entire purchase order.

If a final receipt can be executed for the second order line, the existence of a corresponding change request line that is not modified, may not block the original order line to be received. Consequently, the order line is received and the related fields are updated. However, now a mismatch occurs between the second order line and the second change request line. Due to this mismatch, the second change request line is locked for updates and the reinitialization of the change request is required.

Note

If a modified change request line is linked to a purchase order line, the purchase order line cannot be received.

You can use the Print Purchase Order Change Request Comparison (tdpur4408m000) session to view and compare all the updates between the original order and the change request.

In the history session that is linked to the relevant change request session, you can view the history of the changes.